Thinh Le Duc
Thinh Le Duc @ThinhLeDuc

Performance
All

8.84%2026
2026
16.23%2025
2025
18.74%2024
2024
44.47%2023
2023
-39.53%2022
2022
6.36%2021
2021
-6.26%2020
2020
25.15%2019
2019
-12.19%2018
2018
86.27%2017
2017
27.96%2016
2016
29.68%2015
2015
40.29%2014
2014
10.76%2013
2013
86.3%0%-86.3%
Thinh Le Duc
​📊 Portfolio Update: Refactoring for the Next Growth Wave ​1️⃣ Overall Market Status: A Tale of Two Markets The broader market (S&P 500 & Nasdaq) continues to show strength, driven heavily by the AI infrastructure and semiconductor supercycle. However, we are seeing a massive divergence beneath the... Show More
Thinh Le Duc
Hi friends, To day let's have some updates on $TTD (Trade Desk Inc) stock's great correction happened last week. The Trade Desk's recent fourth-quarter performance revealed a mixed bag. While revenue increased by a respectable 22% year over year, it fell short of both company and investor... Show More
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TTD
Trade Desk Inc
21.20
-0.32 (-1.49%)
Thinh Le Duc
Hi friends, Today I'd like to talk about $MELI (MercadoLibre Inc), an interesting company that has been in our portfolio for years and started showing pay-offs recently. #Overview of MercadoLibre MercadoLibre (NASDAQ: MELI) is a rapidly expanding provider of e-commerce and financial services in... Show More
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MELI
MercadoLibre Inc
1561.51
4.21 (0.27%)
Thinh Le Duc
Hi friends, Recently our portfolio have been going well, with 7.33% year to date. I've been increase exposure on several companies like CrowdStrike, Adyen, Intuit, ... With 1-2% each of them. Btw, today I'm gonna have some update on CrowdStrike (CRWD), 1 of 5 stocks Iike the most. So what's... Show More
Thinh Le Duc
Hi fellows, Long time no see. Hope you're doing well. Today I'm gonna write some wrap-up for the year 2023 and my view on the next year. 2023 in a nutshell: - Stronger than expected: Defying recession fears, the US economy grew at a decent 2.4%, driven by resilient consumer spending and a tight... Show More
Thinh Le Duc
Hi friends, Today I'm gonna talk about APPL, which hasn't been mentioned in my feed for quite a long time: - Apple produced $122 billion in cash from operations in the last fiscal year. That's more than market cap of majority of companies. - Apple's cash flow isn also growing fast.... Show More
Thinh Le Duc
Hi friends. The recent month was quite boring or even some of you got tired looking at stocks price, as we are being in correction. But now it's may be a good time to pick a good company and open a little more exposure in our portfolio. Today, I will choose Atlassian (TEAM). As of September 17, 2023,... Show More
Thinh Le Duc
Hi friends, This time let's have some update on Tesla. As of the end of 2nd quater, Tesla had: - $15.68 billion in net cash - $1 billion in free cash flow - $3.8 billion in long-term debt - $2 billion in short-term debt Revenue from its Supercharger network topped $2 billion for the first time... Show More
Thinh Le Duc
Hi friends Our portfolio this month have down 5.5% but this is just a normal correct. I believe that we're still on the way of recovery. Today let's have some update on Snowflake, an aggresive growth candidate: Abot Snowflake: Snowflake is a cloud-native data warehouse provider that helps companies... Show More
Thinh Le Duc
Hi friends, This time let's talk about Shopify, a bargain in the recovering market. Intro about Shopify: • Shopify is the second-largest e-commerce platform in the world. • It provides websites, tools, and services to entrepreneurs and businesses selling their wares around the globe. • Hundreds... Show More

About Thinh Le Duc
Vietnam
Strategy: Growth

Focus on big tech stocks for stable growth and 40% allocated to fast growing stocks
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5.8K Followers